Gavin Baker
speaker
1,686 appearances
2 recordings
1 series
first heard May 2026
last heard 4 Aug
Gavin Baker’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Aug 2026 with 1.
Appearances
You could probably fund all of it for the next several years.
It has been a very unusual episode in the market
We should talk about what the fundamentals are that are getting better that I'm talking about.
Technicians would say it's actually in 22.
Okay, the market is worried about a recession, rates going up, inflation.
That's what the market was worried about in 22.
You knew exactly what it was.
Okay, deep seek, you know what it's worried about.
Liberation Day, you know what it's worried about.
There's something very clear.
And in a weird way, that's comforting.
And here, you know, we talked about a lot of specific things.
But it just feels all those specific things, with the exception of credit, are just kind of ridiculous.
And so the fact that it is still going down, a technician would say, hey, that's a little scary.
It's definitely the bullet you don't see that gets you.
I think we've talked before about how I think the three most important words in investing aren't margin of safety, but I don't know.
But just, you've been out here for two months, I've been out here.
I literally spoke to a company this morning who rented a cluster of several, and this is one of the sexiest startups that people want to be in business with.
And they had rented a cluster of several thousand Blackwells, and we'll just call it somewhere in the mid $2 per GPU hour.
They're renting the exact same size cluster, essentially identical in every way, B200s, no differences.
Showing 161–180 of 1,686 · page 9 of 85
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